PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+11.96%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$196M
AUM Growth
+$19.6M
(+11%)
Cap. Flow
-$285K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
33.32%
Holding
379
New
12
Increased
34
Reduced
79
Closed
22
Top Buys
| 1 |
Peoples Financial Services
PFIS
|
$286K |
| 2 |
Amazon
AMZN
|
$208K |
| 3 |
BBT
Beacon Financial Corporation
BBT
|
$193K |
| 4 |
IBM
IBM
|
$191K |
| 5 |
AbbVie
ABBV
|
$169K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$531K |
| 2 |
GE Aerospace
GE
|
$325K |
| 3 |
Broadcom
AVGO
|
$253K |
| 4 |
Johnson & Johnson
JNJ
|
$155K |
| 5 |
Amgen
AMGN
|
$124K |
Sector Composition
| 1 | Financials | 25.55% |
| 2 | Technology | 12.08% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.72% |
| 5 | Consumer Staples | 10.41% |
